QuickBooks Q&A

On my App the bank transactions are updating but when I click on the bank account it says “having trouble loading transactions. Try again later” and it has been saying this for two weeks now? It will load on my computer but in order to upload receipts it’s easier to use my phone. 

I use QuickBooks Online (QBO). Be forewarned, I have NO accounting background other than my experience with QBO, Google searches, and YouTube videos.  I have only recently achieved a slight understanding of Debits and Credits (thanks to YouTube).  My tax entries on all of my rental income invoices are automatically recorded into my Tax Center and are located in liability account named  "State of Texas Accounts Payable  in my Chart of Accounts.  When I originally set up the Auto Tax feature in QuickBooks Online I did not understand how it was supposed to work.  I did not know I was supposed to use the Tax Center to record PAYMENT  of those taxes.  Instead, I set up an expense account for the State under the "Taxes Paid" category and recorded each tax payment as an expense.  Now, three years later, I have a large Accounts Payable balance on my balance sheet.  So, I HAVE paid ALL of the taxes owed but the Tax Center and my balance sheet sh

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I would like to cancel subscription

Hello - what is the correct process to follow when allocating inventory items to a particular job (for job costing purposes).... but you do not want those items to appear on the invoice... but still want your inventory levels to reflect the correct quantities? We are a construction company, and our customers accept quotes for the total project costs.We invoice the customer the quoted price (ie: $10,000 for a project/renovation), and then use materials out of our inventory to complete the work.   How do I post entries within QB Desktop to reflect the materials used for a particular job (DR: cost of goods sold,  CR: Inventory), but not have the program create the sales side of the transaction? Thanks in advance for your help!

When I add petrol into sole trader, it seems to keep it separate from my other outgoings, its states that it needs to be approved?  which means my monthly outgoings are wrong?  how do I change this or get it approved?  Also it doesnt let me change the amount from 0.45pm to the new 0.55pm, any ideas how to change this also. Thanks all Mary Jane

The timesheet has been incorrectly categorised to the wrong pay item so I need to edit it but it says it has been processed but we have not processed any payruns yet.

I've run into a situation when trying to match bank deposits to recorded sales receipts when using Quickbooks Online. Every so often, when I try to "Match" a bank transaction, the set of transactions that are available to match is missing the associated sales receipt. The Sales Receipt definitely exists and can be seen on the set of sales transactions. For some reason, it just doesn't show up when the match process searches for transactions. Quickbooks Technical Support tells me this is normal, but I can't believe that it really is because more often than not the Sales Receipt *does* appear and can be matched appropriately. Has anyone else seen this? Is there a way to work around this issue?

I am trying to get a validation code as I had to load my Pro 2013 on a new laptop.  Have tried phoning all numbers found on the web with no luck.  

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Can you provide me with Intuit/Quickbooks full diagnostic procedures to test file performance while using QuickBooks Enterprise for Desktop, from server while using in multi user mode at local machines.We also would like something showing that our file size of 1.5gb is not the sole cause of the file performance issues,.Recommended installation and setup of QBE on server and local computers. 

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I am using Quickbooks online

I was told by Bank of America today that they no longer have direct connect with Quick Books Online. I asked them to send me the article and they told me to google it and I cannot find anything.  Does anybody have anything regarding QBO on direct connect with Bank of America?  I am constantly struggling with my bank feeds not working and this might answer why I am having so much trouble but the groups that I belong to online say that they don't have my problem and if the banks don't help and QBO doesn't help then I have to come here but please, please do not respond with how to download and upload manually, I can recite all of the steps in my sleep.  

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I'm encountering an issue with the QBO-Mailchimp connection. The automatic syncing of customers from QBO to Mailchimp isn't functioning as expected. Despite reaching out to QBO support, I was directed to Mailchimp for assistance. Currently, I'm awaiting assistance from a Mailchimp chat representative who is checking their tools for a solution. Are others facing similar problems with this integration? If there is an internal problem that the engineers are working on. Support doesn't appear to know...

Need some help making a payroll summary report that includes both the total amount each employee was paid as well as their hourly wage. Ideally the report would include the paycheck date, employee name, Job title, hourly, and total paid. It would also have to include all employees paid on that date.

Hi, In 2025 we issued an invoice with item A.Now we realize the item A was no correct and even thow the sent item was the correct one B, both in the invoice and the inventory it reads "A" as sent.The year 2025 was duly close, so I cannot correct the item. If I carry out an inventory quantity adjustment, the invoice will still be wrong. How can I solve it? Thanks in advance! AM

I have had a report:  Transaction list by Customer: Filter = Transaction type does not equal Time Charge : All Dates This report has worked for the past few years, I ran this report today and new unbilled transactions are not showing on the report.  When I open a new invoice for customer X there are 4 new expense billing items pending invoicing but these items are not listed on my unbilled equipment report.

how can I access more than six months worth of paystubs signed in as an employee.  I’m signed in to workforce.  I’ve tried on the computer and on my phone.  

We use inventory, our inventory items have sales tax set. When we receive an inventory item, Enter the item under product/service on the credit card transaction select billable and enter the customers name the sales tax check box is not automatically checking like it was previously. Add the same item to the customer invoice the taxable check box is still not checked.  I now have to manually check Tax and Taxable on all documents this worked correctly previously no settings regarding sales tax have changed

How to set up form 941 for efile

I got an email warning that my subscription payment is coming up, and to make sure I have a current credit card on file for my payment method. So I log into CAMPs to check, and only the 2007 version of QB is shown.Then from the drop down menu under my company name I see there's another company name with slightly different spelling. This one shows versions 2011 and 2015.That's it. No other company names, nor any mention of the 2024 version I'm using now (or the 2021 I used previously)There's a box to search by License Number, but it finds nothing, even though I've triple- and quadruple-checked that I'm entering the correct number.I'm pretty sure my credit card is current, so I'm probably okay for now, but this will soon become a problem if this isn't fixed. For the amount QB costs us, their products should as least work...  I remember when we BOUGHT Quickbooks Pro for around $150, and the payroll updates cost $79/year... (he sighed wistfully)So what do I do now? Is there a phone nu

My example is a six line transactions. 2 DR, 4 CR. Both = $246,436.30, per QBO display. Click "Save and new" and get the error message. Why? How do I fix without redoing entire entry? This is not the first time I've encountered the problem.

Enough is enough, seriously.  How do I DISABLE this new intuit.com login requirement on my admin account?  So you are going to deny access to my data if I don't jump through your hoop?  What about if I choose to only allow my PC on the internet for payroll updates?    REMOVE THIS FEATURE NOW....  I do not want to create a login for EVERY QB file, besides being a breach of confidentiality it is blatant anti-trust violations.  It's not the little office hackers are after anyway, its the gold mine of data in clueless corporate giants such as Intuit that are the target. SO, HOW DO I DISABLE THIS and release my company files held hostage??